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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,826 | $102,638-97.2% | $81,982-96.6% | $158,982-98.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $381 | $3,241-88.3% | $2,498-84.8% | $4,763-92.0% |
| Participant deferral / active EE | $1,236 | $4,649-73.4% | $3,722-66.8% | $5,983-79.3% |
| Admin fee / account holder | $7 | $8,237-99.9% | $5,665-99.9% | $11,252-99.9% |